We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$479M -$2.99M -24,725 -0.6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$243M -$7.14M -59,045 -3%
Bank of America
3
Bank of America
North Carolina
$173M -$8.1M -67,017 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$156M +$5.45M +45,045 +4%
LPL Financial
5
LPL Financial
California
$153M +$6.16M +50,949 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$147M +$2.56M +21,148 +2%
Ameriprise
7
Ameriprise
Minnesota
$112M -$5.2M -43,004 -5%
UBS Group
8
UBS Group
Switzerland
$54.4M -$2.21M -18,285 -4%
IAS
9
IMA Advisory Services
Colorado
$52.6M +$2.15M +17,789 +4%
Betterment LLC
10
Betterment LLC
New York
$48.1M -$1.78M -14,736 -4%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$46.4M -$3.07M -25,393 -6%
Mariner
12
Mariner
Kansas
$42.9M -$495K -4,090 -1%
US Bancorp
13
US Bancorp
Minnesota
$40.4M -$2.7M -22,326 -7%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$36.2M +$7.59M +62,798 +28%
SEI Investments
15
SEI Investments
Pennsylvania
$36M -$611K -5,049 -2%
Wells Fargo
16
Wells Fargo
California
$27.8M -$150K -1,243 -0.6%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$27.1M +$4.51M +37,292 +21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$25.6M -$225K -1,857 -0.9%
Goldman Sachs
19
Goldman Sachs
New York
$25.5M -$3.17M -26,184 -11%
Truist Financial
20
Truist Financial
North Carolina
$24.3M +$750K +6,204 +3%
Raymond James Financial
21
Raymond James Financial
Florida
$23.1M +$1.43M +11,803 +7%
Creative Planning
22
Creative Planning
Kansas
$22.9M -$107K -888 -0.5%
PAS
23
Park Avenue Securities
New York
$22M +$362K +2,994 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$21.4M +$33.3K +275 +0.2%
Osaic Holdings
25
Osaic Holdings
Arizona
$20.8M -$251K -2,073 -1%